| 1 | CORNERSTONE ENTERPRISES, LLC | $16.7M | 638,592 | Added |
| 2 | Charles Schwab Trust Co | $13.3M | 509,261 | Added |
| 3 | DAHRING | CUSMANO LLC | $10.0M | 383,073 | Added |
| 4 | RATIONAL ADVISORS, INC. | $7.9M | 302,994 | Added |
| 5 | CFG Wealth Management Services, Inc. | $6.0M | 228,118 | Hold |
| 6 | MMA ASSET MANAGEMENT LLC | $4.1M | 158,200 | Added |
| 7 | MFG WEALTH MANAGEMENT, INC. | $3.9M | 150,197 | Added |
| 8 | FF Advisors,LLC | $3.4M | 128,326 | Added |
| 9 | Prospera Financial Services Inc | $2.7M | 103,105 | Trimmed |
| 10 | Elm3 Financial Group, LLC | $2.4M | 93,577 | Trimmed |
| 11 | IFC & Insurance Marketing, Inc. | $2.3M | 87,241 | Added |
| 12 | Solutions 4 Wealth, Ltd | $2.1M | 80,816 | Added |
| 13 | Prairiewood Capital, LLC | $1.7M | 66,521 | Added |
| 14 | Brookstone Capital Management | $1.5M | 57,253 | Added |
| 15 | BlueSky Wealth Advisors, LLC | $1.4M | 53,264 | Added |
| 16 | PFG Advisors | $1.4M | 52,260 | Trimmed |
| 17 | Farther Finance Advisors, LLC | $1.0M | 38,889 | Added |
| 18 | Hidden Cove Wealth Management, LLC | $951,093 | 36,329 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $942,000 | 35,966 | Added |
| 20 | Carnegie Investment Counsel | $860,301 | 32,861 | Added |
| 21 | Sterling Wealth Management, Inc. | $824,277 | 31,485 | Hold |
| 22 | Bogart Wealth, LLC | $782,861 | 29,903 | Trimmed |
| 23 | OMNI 360 Wealth, Inc. | $760,267 | 29,040 | Added |
| 24 | WEALTHGARDEN F.S. LLC | $752,544 | 28,745 | Added |
| 25 | Accurate Wealth Management, LLC | $705,352 | 27,051 | New |